BWCS
Beirne Wealth Consulting Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-17,325
| Closed | -$932K | – | 80 |
|
2019
Q4 | $932K | Sell |
17,325
-54
| -0.3% | -$2.91K | 0.82% | 27 |
|
2019
Q3 | $877K | Sell |
17,379
-1,815
| -9% | -$91.6K | 0.73% | 39 |
|
2019
Q2 | $935K | Sell |
19,194
-5,221
| -21% | -$254K | 0.84% | 36 |
|
2019
Q1 | $1.24M | Sell |
24,415
-52,901
| -68% | -$2.68M | 0.97% | 23 |
|
2018
Q4 | $3.59M | Buy |
+77,316
| New | +$3.59M | 3.05% | 2 |
|